Syncing a Device - Mobile
The information in this article pertains to merchants who have signed up for Helcim from June 1, 2020, onward. If you are using Helcim's Legacy system, please click here.
You can use the Helcim Payments app and the Helcim Card Reader on your mobile device by downloading the app on your smartphone.
Log Inwhen you’re done entering the information. Next, enter a nickname for this device so you can easily recognize it in your account. If you have not already set up a PIN for your device you will also be asked to enter one now. You can create a unique PIN between 4-10 numbers to quickly log in to the app in the future. Next, you will see a message that the device has been successfully saved to your account. If you have received your Helcim Card Reader and would like to set up the device, click on
Set up a Card Reader. If you have not ordered a Helcim Card Reader, or if you will not be accepting in-person payments, simply click on
Go to Dashboard. If you have selected
Set up a Card Readeryou will now follow the directions displayed in the app to complete the Device Setup.
0``0``0``1into the Card Reader keypad to bring up the Admin Menu
Green Buttonto select
4or scroll down to select
Bluetooththen press the
Green Buttonto select it
- Press the
Yellow Buttontwice to change screens to the
Save and Rebootscreen
Green Buttonto reboot the Helcim Card Reader
- Once the Helcim Card Reader has rebooted, press
Next Stepon your tablet to continue the pairing process
After completing all the steps on the screen click on
Next Step to continue.
You will now pair your Helcim Card Reader with your iOS or Android smartphone. Follow the steps displayed in the Helcim Payments app to complete this step.
0``0``0``1in the keypad of your Helcim Card Reader to access the Admin Menu
Scroll Downto the menu option
Bluetooth Parametersand press the
Green Buttonto select this option
Scroll Downto the
Phone Pairingmenu option and press the
- Next, on your phone, navigate to where the Bluetooth options are, often under Settings on the device, and search for Available Devices. In the screenshot below you will see that under the phone’s
SettingsBluetooth is turned
Onand the phone has found the available Helcim Card Reader.
- Select the Helcim Card Reader from the list of Available Devices and confirm the pairing code on both devices by clicking
Pairon your tablet, and the
Green Buttonon your card reader
- Once done, click on
Next Stepin the Helcim Payments App on your device to continue.
Once you have paired your phone with the Helcim Card Reader, return to the Helcim Payments app and click on
Next Step to continue.
You can now tap on the drop-down menu to bring up a list of available devices. It should show the card reader you just paired with your phone in the previous step. Click on the device to select it and then click on
After you click on
Connect the app will sync the files with the Helcim Card Reader. Once the sync has loaded to 100% it will move to the next screen.
Next, select how you want to connect the device, either
WiFi by clicking the button. The device will be connected by Bluetooth already, if you select
WiFi you will need to select your network to continue.
The device will now sync, this may take a few minutes, please be patient.
Once the device sync is complete, click on
Done, the app will take you to the
New Payments screen and you’re ready to begin accepting payments. You can check on the status of your Helcim Card Reader by viewing the icon in the top right-hand corner of the screen. The icon will be green when the device is connected.
Here are a few helpful tips that may help you troubleshoot any issues with the initial sync:
- If the Helcim Payments app stops responding, try closing the app completely and restarting it
- You can restart the Helcim Card Reader by pressing the
*key and the
Yellow Buttonat the same time
- If the device isn't connecting by Bluetooth, try removing the device from the list of available devices under your phone's Bluetooth settings before then re-connecting it before moving forward with the instructions